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Our Services

One size doesn’t always fit all, so we’ve designed three distinct services to try to accommodate the variety of needs and preferences of our clients. The Financial Planning and Investment Management services can be utilized separately or paired together. Comprehensive Wealth Management combines Financial Planning and Investment Management, but with a deeper level of portfolio customization, particularly around things like values-based investing or managing concentrated/employer stock.

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Comprehensive Wealth Management

Financial Planning

Investment Management 

For investors who have financial complexity, prefer to delegate management of their portfolio, and have a desire for a higher degree of personalization with their investments.

We provide both financial planning and customized investment management.
For investors who have financial complexity, but prefer to manage their portfolio themselves or don’t yet have assets to invest. 

We provide financial planning, advising you on the best way to reach your goals. This includes mapping out current and future cash flows, tax analysis and planning, concentrated/employer stock strategy, and projections around larger financial events. This service does not include investment management.
For investors who don’t have financial complexity or perhaps are just getting started on their wealth journey, prefer to delegate management of their portfolio, and don’t have the need for personalization with their investments.

We provide investment management, which includes fund selection and automated rebalancing. This service does not include financial planning or ongoing advice.  
Minimum: $1,000,000
investable assets
Minimum: Not Applicable No Minimum





$0 - $1,000,000
$4,800 upfront and a $400 monthly subscription. The fee is 0.50% of the assets being managed, regardless of the amount. 
$1,000,001 - $2,000,000
$2,000,001 - $5,000,000
$5,000,001 and Above

Compare Services

Comprehensive Wealth Management

Financial Planning

Investment Management

Investment Planning

Identification of risk profile

Recommendation of asset allocation

Selection of investment funds

Asset allocation optimization

401k fund selection

401k rebalancing

Automated portfolio rebalancing 

Direct indexing (for eligible accounts)

Portfolio tax management

Values based proxy voting (with direct indexing)

Socially conscious investing

Customized ESG screening (with direct indexing)

Tax Planning

Analysis of prior years tax returns 

Creation of current and future year tax scenarios

Annual establishment of a "tax budget"

Charitable giving strategies

Equity Compensation Planning

Incentive Stock Options (ISOs)

Non-Qualified Stock Options (NQSOs)

Restricted Stock Units (RSUs)

Employee Stock Purchase Plans (ESPP)

10b5-1 trading plans

83b elections

Estate Planning

Periodic review of account beneficiaries

Estate plan needs assessment

Coordination with attorney or fintech provider

Guidance with implementation

Retirement Planning

Identify desired retirement timeframe and lifestyle

Retirement lifestyle scenario analysis

Social security and healthcare planning

Risk Management and Insurance Planning

Insurance needs assessment

Coordination with current or new insurance professional

Education Planning

University specific needs assessment

Implementation of education saving strategy

Recommendation for 529 plan investments

Cash Flow and Liquidity Planning

Sabbatical and gap-year planning scenario analysis

Home buying guidance and strategy

Tax reduction strategies

Proactive tax planning and tax efficiency

Client Portal and Personal Finance Dashboard

Balance sheet and net worth tracker

Budgeting and cash flow tools

 Debt management tools

Portfolio analysis 

Meeting and Communications

Annual review meeting

Mid-year review meeting

Additional meetings as needed/desired

Proactive outreach per planning needs/goals

Periodic portfolio performance report


$1,000,000 N/A $0


Starting at 1.25% of Assets Under Management
$4800 Initial Fee and $400 per month
0.50% of Assets Under Management